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Indie Asset Partners’s iShares US Healthcare ETF IYH Stock Holding History

Indie Asset Partners’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$560K Buy
8,355
+149
+2% +$9.32K 0.54% 45
2026
Q1 		$506K Sell
8,206
-2,360
-22% -$152K 0.58% 42
2025
Q4 		$688K Sell
10,566
-1,199
-10% -$75.6K 0.77% 35
2025
Q3 		$691K Sell
11,765
-764
-6% -$43.5K 0.92% 29
2025
Q2 		$708K Sell
12,529
-4,271
-25% -$241K 1.29% 24
2025
Q1 		$1.02M Sell
16,800
-2,190
-12% -$134K 0.89% 18
2024
Q4 		$1.11M Sell
18,990
-3,275
-15% -$202K 0.87% 19
2024
Q3 		$1.45M Sell
22,265
-710
-3% -$45.4K 1.08% 14
2024
Q2 		$1.41M Buy
22,975
+1,500
+7% +$90.2K 1.12% 13
2024
Q1 		$1.33M Buy
21,475
+725
+3% +$43.6K 1.18% 12
2023
Q4 		$1.19M Buy
+20,750
New +$1.13M 1.07% 13

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Indie Asset Partners's IYH Position: Q2 2026 in Review

Indie Asset Partners increased its iShares US Healthcare ETF (IYH) stake by 1.8% in Q2 2026, buying an estimated $9.32K and bringing the position to 8,355 shares worth $560K. The position accounts for 0.54% of the portfolio, ranked #45.

Indie Asset Partners first reported a position in IYH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.45M in Q3 2024. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Indie Asset Partners held 8,355 shares of iShares US Healthcare ETF worth $560K as of Q2 2026.
  • Indie Asset Partners bought 149 iShares US Healthcare ETF shares in Q2 2026, an estimated $9.32K.
  • iShares US Healthcare ETF made up 0.54% of Indie Asset Partners's portfolio in Q2 2026, its #45 holding.
  • Indie Asset Partners first reported a position in iShares US Healthcare ETF in Q4 2023 and has held it in 11 quarters since.
  • Indie Asset Partners's iShares US Healthcare ETF position peaked at $1.45M in Q3 2024.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Indie Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.